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DFSVX vs NDVCX
DFSVX vs NDVCX Comparison
Open Charts DFSVX vs NDVCX
DFA US Small Cap Value I
Price$50.77
Change-$0.04 (-0.08%)
VolumeN/A
Net Assets16.61B
MFS New Discovery Value C
Price$16.30
Change-$0.05 (-0.31%)
VolumeN/A
Net Assets2.82B
DFSVX vs NDVCX Comparison Chart in %
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DFSVX vs. NDVCX commentary
Sep 17, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFSVX is a Hold and NDVCX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 16.6B vs. NDVCX (2.83B). DFSVX pays higher dividends than NDVCX: DFSVX (1.52) vs NDVCX (0.60). DFSVX was incepted earlier than NDVCX: DFSVX (33 years) vs NDVCX (14 years). NDVCX (1.97) is less costly to investors than DFSVX (0.31). NDVCX is a more actively managed with annual turnover of: 34.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than NDVCX: DFSVX (0) vs NDVCX (1000). DFSVX annual gain was more profitable for investors over the last year : 8.31 vs. NDVCX (-5.00). DFSVX return over 5 years is better than : 94.84 vs. NDVCX (31.19).
| DFSVX | NDVCX | DFSVX / NDVCX | |
| Total Expense Ratio | 0.31 | 1.96 | 16% |
| Annual Report Gross Expense Ratio | 0.31 | 1.97 | 16% |
| Fund Existence | 33 years | 14 years | - |
| Gain YTD | 5.580 | -1.268 | -440% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 16.6B | 2.83B | 588% |
| Annual Yield % from dividends | 1.52 | 0.60 | 255% |
| Returns for 1 year | 8.31 | -5.00 | -166% |
| Returns for 3 years | 33.93 | 5.83 | 582% |
| Returns for 5 years | 94.84 | 31.19 | 304% |
| Returns for 10 years | 65.24 | 36.70 | 178% |
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